Risk assets continue to climb, largely fueled by money printing and excess liquidity. When capital is cheap and plentiful, asset prices tend to rise often well beyond what fundamentals alone would justify. This kind of environment can persist longer than logic would suggest, which is precisely why bubbles are so convincing while they inflate. Eventually,…

I recently hired a handyman to fix a bathroom issue at home. He was confident, reassuring, and quick to say, “No problem, I can handle it.” Unfortunately, he could not. What was meant to be a straightforward fix turned into a bigger mess. In the end, I had to bring in a proper plumbing specialist,…

After a hectic start to the year filled with meetings, calls, and more discussions than my vocal cords signed up for, my voice will be taking a short break over the next couple of days. In the same spirit, this blog will be taking a brief pause as well. Not due to a lack of…

I adopted healthier eating habits as a natural evolution of my meditation practice. Transcendental Meditation or TM has been a powerful teacher in my life, gradually changing the way I see myself, how I relate to others, and how I experience the world around me. I should add that many years ago, I was very…

While others are distracted by political noise or the latest geopolitical narratives, our investment process stays focused on a simpler question: what works and what does not. Sustainable long-term performance is rarely comfortable. It requires sacrifice, discipline, and a repeatable process not consensus or reassurance. Patience is the real edge. I know, I know. Volatile…